IF

IRON Financial Portfolio holdings

AUM $209M
1-Year Est. Return 13.4%
This Quarter Est. Return
1 Year Est. Return
+13.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$695K
3
+$626K
4
DRI icon
Darden Restaurants
DRI
+$615K
5
GRMN icon
Garmin
GRMN
+$605K

Top Sells

1
+$1.45M
2
+$1.01M
3
+$1M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$894K
5
CLX icon
Clorox
CLX
+$869K

Sector Composition

1 Financials 11.97%
2 Technology 9.45%
3 Consumer Staples 3.48%
4 Consumer Discretionary 2.88%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.89%
35,147
+350
27
$1.54M 0.89%
49,514
-962
28
$1.51M 0.88%
63,978
+462
29
$1.35M 0.79%
9,328
-74
30
$1.26M 0.73%
8,096
+6
31
$1.24M 0.72%
55,238
+841
32
$1.08M 0.63%
48,214
+1,169
33
$1.02M 0.59%
44,947
+862
34
$1.01M 0.59%
30,106
-328
35
$925K 0.54%
2,642
+481
36
$871K 0.51%
5,969
-9
37
$871K 0.51%
5,590
-4,523
38
$810K 0.47%
2,261
-86
39
$761K 0.44%
4,491
-439
40
$733K 0.43%
16,850
-310
41
$715K 0.41%
+1,469
42
$711K 0.41%
6,384
+774
43
$708K 0.41%
30,117
+46
44
$695K 0.4%
+9,771
45
$692K 0.4%
9,914
+6,045
46
$690K 0.4%
4,919
+3,182
47
$675K 0.39%
10,608
+7,485
48
$657K 0.38%
9,932
-2,691
49
$637K 0.37%
10,979
+926
50
$637K 0.37%
5,182
-300
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2
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